Saturday, 12 September 2026

Market & Financial Analysis

Market & Financial Analysis

10 - 06 - 2026

Capital as Diplomacy: TSMC and Reliance Buy Geopolitical Insurance

Corporations are no longer just beneficiaries of diplomacy—they are its instruments

Close-up of a computer screen displaying ChatGPT interface in a dark setting
03 - 06 - 2026

Anthropic’s Claude hit by major outage as AI sector wrestles with ‘capacity constraints’

Disruption comes just 24 hours after the San Francisco-based group filed for a highly anticipated Wall Street IPO

31 - 05 - 2026

US sanctions Indian firm as energy fight widens

India has no blocking statute that would shield local firms from foreign sanctions in the way some other jurisdictions do, which makes its private sector more vulnerable to secondary pressure

31 - 05 - 2026

DXC bets on engineering-led AI push as enterprise demand shifts

Tech buyers are now less interested in AI slogans than in whether a vendor can integrate, secure and run these systems in live environments without breaking them

30 - 05 - 2026

IndiGo braces for muted Q1 capacity growth amidst West Asia turmoil

The carrier is leveraging strong ticket demand to offset a weaker rupee and expensive jet fuel, even as capacity growth slows to a modest 3–4 per cent.

29 - 05 - 2026

Brokerages bet on Ashok Leyland’s resilience amid macroeconomic speed bumps

While structural demand drivers like infrastructure projects and a vital fleet replacement cycle keep major brokerages optimistic about the commercial vehicle giant, near-term challenges around persistent commodity inflation and global logistical hurdles prevent an outright bullish outlook.

28 - 05 - 2026

India toll collection growth to slow to 5-7% on West Asia friction

Geopolitical disruptions are set to temporarily dampen near-term commercial freight traffic, but long-term asset credit profiles remain insulated

24 - 05 - 2026

Rubio’s India visit spotlights energy diplomacy

US Secretary of State Marco Rubio’s talks with Prime Minister Narendra Modi on Saturday underlined how the Iran war is rippling well beyond the Middle East, turning India’s energy security into a test of geopolitical alignment. During a meeting on Saturday, part of Rubio’s four-day visit to India, the US secretary of state said the …

11 - 05 - 2026

India’s GDP growth hits 8% in Q1, but headwinds loom: BMI

Strong domestic demand and recent tax reforms have propelled India’s economy to an 8% YoY expansion, though rising energy costs and a below-normal monsoon are expected to temper momentum in the fiscal

10 - 05 - 2026

SBI to sustain domestic NIMs above 3%, RoA over 1% in FY27: MOSL

For the fourth quarter of FY26, the bank reported a net profit of ₹19,680 crore, a 5.6% year-on-year (YoY) rise compared with the same period last year.